Data as of Q4 2025 (Dec 31, 2025)

Focused Investors LLC

•CIK: 1426398•Filing: Q4 2025

Focused Investors LLC, with $3.1B in AUM, is known for its concentrated portfolio of 22 positions, led by top holdings in Goldman Sachs (7.8%) and Dominion Energy (7.1%). Recently, the fund exited FISV, cut Oracle by 32%, and notably added PepsiCo with a 57% increase, reflecting a strategy focused on high-conviction bets in financials and consumer staples.

Total AUM
$3.1B
QoQ Performance
-3.9%
Positions
22
Top 10 Concentration
58.9%
Latest Filing
Q4 2025

Top Holdings Allocation

GS
DWD
JNJ
CI
ELV
DIS
UNH
AXP
GS7.8%
DWD7.1%
JNJ6.3%
CI6.2%
ELV5.8%
DIS5.5%
UNH5.3%
AXP5.1%

📈 Biggest Buys

PEP
PepsiCo, Inc.
+54.0%
5.0% of portfolio
DIS
The Walt Disney Company
+13.4%
5.5% of portfolio
GPN
Global Payments Inc.
+21.4%
3.6% of portfolio

📉 Biggest Sells

GS
The Goldman Sachs Group, Inc.
-3.4%
7.8% of portfolio
DWD
Morgan Stanley
-3.3%
7.1% of portfolio
CI
The Cigna Group
-2.9%
6.2% of portfolio
JNJ
Johnson & Johnson
-2.6%
6.3% of portfolio
ELV
Elevance Health, Inc.
-2.6%
5.8% of portfolio

Sector Breakdown

Other30.6%
Healthcare17.8%
Financial12.9%
Industrial11.4%
Consumer9.8%
Technology6.8%
Communication5.5%
Consumer Staples5.0%

🚪 Exited Positionssold since Q3 2025

FISV
Fiserv, Inc.
SOLD
$202.6M

Changes from Q3 2025

↑3 increased
↓19 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

GS7.8%
The Goldman Sachs Group, Inc.
$244.6M
DWD7.1%
Morgan Stanley
$223.5M
JNJ6.3%
Johnson & Johnson
$198.6M
CI6.2%
The Cigna Group
$195.1M
ELV5.8%
Elevance Health, Inc.
$183.2M

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